That is big news for both the semiconductor industry and U.S.-China relations. Nvidia stock plunged in April when it said it ...

The U.S. government agreed to allow Nvidia’s previously restricted H20 AI chip to return to the lucrative Chinese market.

Tyler Crowe: Taiwan Semiconductor's earnings say full steam ahead for AI, and the housing market is getting some of its best ...

Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s main producer of advanced artificial intelligence (AI) chips, is expected to post a 52-percent jump in second-quarter (Q2) profit to record ...

ASML Holding N.V. sees strong past performance but faces growth uncertainty amid U.S.-China trade tensions and export ...

Broadcom's chip unit unveiled on Tuesday a new networking processor that aims to speed artificial intelligence data crunching ...

ASML reported second-quarter earnings that beat estimates with the its key net bookings figure ahead of consensus.

We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...

PREMIUM The world economy appears impressively and increasingly shock-absorbent. The world economy appears impressively and ...

The world depends on Taiwan’s semiconductors, but Taiwan’s survival must depend on more than just faith in external intervention.

As global tensions rise over semiconductor supply chains, this article explores why the U.S. relies on Taiwan, China’s attempts to catch up, and the technological gaps that still exist.

Taiwan Semiconductor expects 52% profit jump in Q2 2025 due to high AI demand, but faces pressure from US tariffs and strong ...